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Decisions 2024 – So, What’s Next?

CPA Practice

As business tax season winds down in the US Market, many leading partners have contacted me for strategic technology guidance for 2024 and beyond. So, What Are the Common Issues in CPA Firms? Begin building your list now for action after the busy season is over. So, What’s Next?

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So, What’s Next?

CPA Practice

March 2024. As business tax season winds down in the US Market, many leading partners have contacted me for strategic technology guidance for 2024 and beyond. So, What Are the Common Issues in CPA Firms? Begin building your list now for action after the busy season is over. So, What’s Next?

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Tax Preparers Rejoice! Here’s How To Prepare SECURE 2.0 Form 8881 Retirement Tax Credit If You Use Gusto & Guideline

Nancy McClelland, LLC

to include loads of information that most CPA firms are simply not going to have access to — not only current tax-year payroll information, but prior-year data on a per-employee basis; as well as information on how many employees qualified to participate (whether or not they actually participated), again both in 2022 and in 2023.